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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SERVICE & BENEFIT ADMINISTRA Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $130,524 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $72,343 |
SALTZMAN & JOHNSON2 years Service code 29 · EIN 94-2376174 | Legal | $19,289 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $13,150 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $12,648 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,334 | $96,403-60.2% | $93,614-59.1% | $77,775-50.7% |
| Participation rate | 99.7% | 87.6%+12.1pp | 75.8%+23.9pp | 73.2%+26.5pp |
| Annual return | 5.73% | 39.36%-33.6pp | 32.76%-27.0pp | 32.58%-26.8pp |
| Employer contribution / active EE | $3,702 | $3,616+2.4% | $2,718+36.2% | $2,504+47.9% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,966-100.0% |
| Admin fee / account holder | $62 | $90-30.8% | $7,889-99.2% | $100-38.1% |